Course Description

Course Overview

Microsoft Dynamics 365 Finance Training (MB-310) is a comprehensive training program designed for finance professionals and consultants to gain expertise in using Microsoft Dynamics 365 Finance, an enterprise resource planning (ERP) solution. Participants will learn how to set up and configure financial management features, manage budgets and financial data, perform financial reporting and analysis, and automate financial processes using Dynamics 365 Finance.

Prerequisites

To excel in this course, participants should have a basic understanding of finance and accounting principles. Familiarity with enterprise resource planning (ERP) concepts will be helpful, but not mandatory. Prior experience with Microsoft Dynamics 365 Finance or other ERP systems will be an advantage.

Methodology

The course will be delivered through a combination of instructor-led lectures, practical demonstrations, hands-on labs, and interactive discussions. Participants will have access to dedicated Dynamics 365 Finance environments for hands-on practice, enabling them to apply the concepts learned in real-world scenarios. The course will be led by certified instructors with extensive experience in finance and ERP solutions, ensuring a high-quality learning experience.

Course Outline

• Introduction to Microsoft Dynamics 365 Finance
• Understanding the role of ERP in financial management
• Overview of Microsoft Dynamics 365 Finance features and capabilities
• Identifying financial management challenges and solutions with Dynamics 365 Finance
• Configuring Financial Management in Dynamics 365 Finance
• Setting up financial parameters and controls
• Configuring general ledger, chart of accounts, and financial dimensions
• Managing financial workflows and approval processes
• Managing Budgets and Financial Data
• Creating and managing budgets in Dynamics 365 Finance
• Recording and analyzing financial transactions and journals
• Implementing financial data migration and integration
• Financial Reporting and Analysis
• Designing and generating financial reports and statements
• Implementing financial analysis and key performance indicators (KPIs)
• Integrating with Power BI for advanced financial reporting
• Automating Financial Processes and Workflows
• Configuring and utilizing financial workflows for automation
• Implementing financial batch processing and automation jobs
• Using Microsoft Flow for process automation and integration

Outcome

Upon completion of this course, participants will be able to:

• Configure and manage financial management features in Microsoft Dynamics 365 Finance.
• Manage budgets, financial data, and transactions in Dynamics 365 Finance.
• Generate financial reports and perform financial analysis using the platform.
• Automate financial processes and workflows for increased efficiency and productivity.

Labs

• Configuring Financial Parameters and Controls in Dynamics 365 Finance
• Setting Up General Ledger, Chart of Accounts, and Financial Dimensions
• Managing Financial Workflows and Approval Processes
• Creating and Managing Budgets in Dynamics 365 Finance
• Recording and Analyzing Financial Transactions and Journals
• Designing and Generating Financial Reports and Statements
• Implementing Financial Analysis with Power BI Integration
• Configuring Financial Workflows and Automation Jobs in Dynamics 365 Finance
• Using Microsoft Flow for Process Automation in Finance